ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 643 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,415 | +20.1% | 4,186 | +24.7% | 0.02% | +25.0% |
| Q2 2023 | $251,869 | +13.0% | 3,358 | +7.8% | 0.01% | 0.0% |
| Q1 2023 | $222,842 | +17.7% | 3,116 | +12.4% | 0.01% | 0.0% |
| Q4 2022 | $189,328 | +7.6% | 2,772 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $176,000 | 0.0% | 2,766 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $176,000 | -22.8% | 2,766 | +3.4% | 0.01% | -14.3% |
| Q4 2021 | $228,000 | -61.2% | 2,676 | -63.9% | 0.01% | -26.3% |
| Q3 2021 | $587,000 | +0.9% | 7,418 | +3.2% | 0.02% | 0.0% |
| Q2 2021 | $582,000 | +4.1% | 7,187 | +0.8% | 0.02% | -5.0% |
| Q1 2021 | $559,000 | – | 7,129 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 320,946 | $24,799,000 | 7.53% |
| Broadview Financial Management, LLC | 108,623 | $8,393,000 | 6.22% |
| Sterling Financial Planning, Inc. | 121,205 | $9,366,000 | 5.90% |
| Willis Johnson & Associates, Inc. | 487,665 | $37,682,000 | 4.94% |
| Hudson Capital Management LLC | 156,632 | $12,103,000 | 4.80% |
| JSF Financial, LLC | 136,382 | $10,538,000 | 4.48% |
| JMAC ENTERPRISES LLC | 216,300 | $16,713,000 | 3.94% |
| First Citizens Financial Corp | 65,805 | $5,085,000 | 3.82% |
| 1834 INVESTMENT ADVISORS CO | 387,102 | $29,911,000 | 3.66% |
| Ifrah Financial Services, Inc. | 167,126 | $12,914,000 | 3.63% |